Sensor Inventory at Component Suppliers & Distributors have Increased 67% Quarter on Quarter
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Above average demand from automotive infotainment & multiple display applications has created a situation where 57% of FPGA parts are over 52 week lead time
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Year over year demand for Tantulum Caps is down 22% due to decreases in demand and easing of component factory utilization. Push back on CM price increases and negotiate parts with high inventory levels
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Sourcing & design actions for resistors in new PCA's are down 26% year on year. Consider sourcing events to correspond to demand softness
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Pricing is down because Inventory at component suppliers and contract manufacturers has increased 139% year on year. Requote NOW
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9 out of the top 20 RF parts being designed in right now are Macom parts; watch out for shortages in the future
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Inventory on average for the commodity have increased higher than pre-covid levels. Lead times are down 6.5% Quarter over Quarter. Challenge your CM on lead time and consider new suppliers to reduce cost
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Lead times are still double what they were before COVID, and are fluctuating over a wide range every month
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Recent, large RF price increases show correlation to reduction in inventory, demand spikes, and design intent increases. Indicators suggest holding off on quoting through September 2023.
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